Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Category: Hands-on Flow
Define Additional Conditions When Updating Records
Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use
Bypass Salesforce Flow for a Specific User or Profile
Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile? Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There
Working with Polymorphic Relationship in Salesforce Flow
In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a child object to multiple parents’ objects. In this blog,
Automatically Add Products to New Opportunity
Big Idea or Enduring Question: How do you automatically add product(s) to a new opportunity? Objectives: This blog post will help us to understand the following Using salesforce flow builder to auto-assign products to an opportunity Use get elements to avoid hard coding of Id Works with pricebook and pricebook
Update the Case Status Through Email-to-Case Response
Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Understand how email-to-case works Create a flow that fires on the customer’s response to an email-to-case Use decision
Running Lead Assignment Rules From Salesforce Flow
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder). Big Idea or Enduring Question: How do you run the lead assignment rule from the Salesforce flow? Lead
Preamble to the World of Click and Code with Lightning Flow – Excercise 3
I was skeptical at first; but, it was an eye opener – what a difference a teaching style makes! One of my mentees has been imploring me to guide her towards Salesforce mastery by assigning use cases. Within a few weeks, she has gained the level of confidence on the